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The Real Customer Centric CRM

Track leads, close opportunities and get accurate forecasts.

Comprehensive Dashboard

My Opportunity
Display count of user opportunities.

Total Leads
Display count of total leads.

Total Opportunity
Display count of total opportunities.

Total Revenue
Display sum of total revenue.

New Opportunities
Display count of new opportunities.

Won Opportunities
Display count of won opportunities.

Proposition Opportunities
Display count of proposition opportunities.

Qualified Opportunities
Display count of qualified opportunities.

Various Bar Charts

  • Salesperson wise Opportunity
  • Sales team wise Opportunity
  • Stage team wise Opportunity

Various Pie Charts

  • Priority wise Opportunity
  • Revenue Salesperson wise

Various Line Charts

  • Opportunity Salesperson and Stage wise
  • Campaign wise Lead

Others Charts

  • Top 5 Probability Opportunity Customer wise (Horizontal Bar Chart)
  • Opportunity Win Lose Ratio (KPI)
  • and many more…

Lead Management

Ability to manage new opportunities and strategise your sales approach more effectively

Leads Nurturing
Create campaigns to automatically send emails tailored to the lead segment and activities of the lead.

Lead Scoring
Score your leads based on explicit and implicit criteria (on pages viewed, localisation, time). Decide which total score deserves to be converted into an opportunity.

Deduplication
Get proposition of leads to merge when converting a lead into an opportunity. Create contacts automatically based on leads.

Assignation Rules
Define your own rules to assign leads to the right sales team or sales person based on quotas and segments.

Import Leads
Easily import prospects files with column matching tool.

Customize Stages
Customize your pipeline by adding description on stages.

Opportunities Management

Interaction and being connected at the very top of the business process is the utmost joy of doing business

Activities and Calls Management
Organize sequence of activities per opportunity. Schedule activities. Log every activity immediately in the opportunity’s chatter with predefined actions. Track, log and analyse the activities of your team.

Pipeline Management
Get a clear overview of the opportunity pipeline. Work faster with the drag & drop interface. Set up specific stages for each sales team. Possibility to create sub-stages to better organize the processes. Automatic archiving of lost opportunities, enabling more powerful analysis of pipeline – e.g. Lost ratio per stage. 

Lost Reasons
Analyze lost reasons on your opportunities to improve your sales effectiveness.

 

Log Calls
Log calls in just a few clicks.

Schedule Meetings
Schedule meetings from the opportunity of customer. Sync with mobile phones and Google calendar.

Plan Next Actions
Plan next actions and schedule your daily work based on most important opportunities and tasks.

360° Visibility
Get all information right into the opportunity: mails, meetings, next actions, preceeding orders, etc.

Customer Management

Build your customer database and grow repeat business

Address Book
Get a clear address book shared amongst your sales persons.

Customer Preferences
Set customer preferences easily: language, delivery methods, financial data, etc.

Multi-Address
Have multiple addresses and contacts for a single company.

Full History
Get the full history of activities attached to any customer: opportunities, orders, invoices, total due, etc.

Intuitive Reporting

Dynamic review and analysis of lead actions, marketing channels, and sales performance.

Dashboard
Use predefined dashboards or build your own with the advanced reporting engine. Share filters with the team.

Leads Analysis
Get statistics about your sources of leads to evaluate the ROI of your marketing campaigns.

Opportunities Analysis
Analyse your opportunities pipeline with advanced filters, grouping, drill down, etc.

Phone Calls Analysis
Get statistics about your sales communication.

Sales Analysis
Group sales by any category such as product type, salesperson, country, and sales team.